Filed August 31, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $57,934 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $401 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,840 | $129,021-40.4% | $184,203-58.3% | $77,643-1.0% |
| Participation rate | 84.1% | 87.3%-3.2pp | 86.8%-2.7pp | 70.6%+13.5pp |
| Annual return | 12.93% | 33.27%-20.3pp | 28.81%-15.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,372 | $4,413-68.9% | $6,427-78.7% | $2,726-49.7% |
| Participant deferral / active EE | $6,792 | $7,297-6.9% | $9,131-25.6% | $4,647+46.2% |
| Admin fee / account holder | $58 | $254-77.1% | $13,901-99.6% | $430-86.5% |